Starting off the new year is a great time to assess your financial situation. Being able to compare 2014 to 2013 can show you how you changed your behaviors over the two years. Seeing changes to income or your overall cash flow (the net of your income and expenses) can be helpful to make sure you are staying on track with your savings goals.
You may want to re-categorize transactions quickly to make the reports more meaningful. You can now select multiple history items from reports or your account history to easily re-categorize similar transactions. When you change the category on a transaction, the system learns that preference and future transactions will have the correct category applied automatically. Spending some time getting your transactions categorized as you'd like will pay off in the future.
Year End Reports are only available on new Web Branch. It is a great reason to upgrade now. The old Web Branch system will be retired on February 25.
In addition to adding Year End Reports to the new Web Branch, we have also added the following functionality based on member feedback:
- Improved printable pages
- More history download formats
- Hidden accounts
- Edit multiple history items (see above)
- Multi-pay for Web Pay